AI for Logistics & Supply Chain in Microsoft 365
Safe Copilot deployment for Australian 3PLs and supply chain teams under SOCI, Modern Slavery, and Privacy Act
Use Microsoft 365 Copilot across order management, shipment tracking, and customs — without leaking rate cards or pricing, and aligned to SOCI, Modern Slavery, and Privacy Act.
At a Glance
Who it's for
- Supply chain directors and operations managers in Australian 3PLs and shippers
- Freight forwarders, customs brokers, and transport managers using Microsoft 365
- 3PL operations, dispatch, and warehouse leads adopting Copilot and D365 SCM AI
- Compliance, risk, and security leads supporting logistics under SOCI and Modern Slavery obligations
Course Details
Course Overview
AI for Logistics & Supply Chain in Microsoft 365 is a 12-hour applied programme for Australian 3PLs, freight forwarders, customs brokers, and in-house supply chain teams. It maps real logistics processes — order management, shipment tracking, freight documentation, exception handling, capacity planning, and customer updates — to the current Microsoft AI stack: Microsoft 365 Copilot, Dynamics 365 Supply Chain Management 2026 Wave 1 (Demand Planning Copilot Premium, Supplier Engagement Copilot, Sidecar Copilot, AI-powered warehouse spatial pick-paths), and the May 2026 Copilot Studio release (computer-using agents, voice, Blue Yonder Inventory Ops, SAP IBP, Manhattan, and ServiceNow connectors now GA). The course is grounded in Australian regulatory reality: the SOCI Act CIRMP Rules consultation opened 25 March 2026 explicitly flagging AI as a new risk category for transport, maritime, rail, road, ports, and freight critical infrastructure; the Modern Slavery Act 2018 with the 2026 Anti-Slavery Commissioner reform moving from disclosure to mandatory risk-based due diligence; the Privacy Act 1988 and APP 8 cross-border disclosure; and Australian Border Force / Integrated Cargo System export-controlled tariff and origin data. Participants leave with sanitised prompt patterns, logistics red-lines, a SOCI-aligned CIRMP outline for their Copilot stack, and a Modern Slavery Section 16 statement drafting workflow they can audit.
What You'll Learn
Course Curriculum
Module 1: Logistics and supply chain processes and AI opportunities
120 min- Mapping order management, shipment tracking, freight documentation, exception handling, capacity planning, and customer updates to Microsoft AI surfaces
- Dynamics 365 Supply Chain Management 2026 Wave 1: Demand Planning Copilot Premium, Supplier Engagement Copilot, and Sidecar Copilot in finance and operations apps
- AI-powered warehouse spatial pick-paths and how they change picker workflows on the floor
- Copilot Studio May 2026 release: computer-using agents, voice channel, and GA connectors for Blue Yonder Inventory Ops, SAP IBP, Manhattan, and ServiceNow
- Selecting candidate processes for safe AI uplift versus processes that must stay human-led (bookings, payments, customs declarations)
- Reference: Microsoft Learn — Dynamics 365 Supply Chain Management 2026 release wave 1 plan; Copilot Studio May 2026 release notes
Module 2: Beginner — AI for day-to-day logistics tasks
120 min- Copilot in Outlook for drafting customer status-update emails and internal exception notes without exposing customer IDs
- Copilot in Word and Teams for converting exception logs into short, action-oriented operational summaries
- Copilot in Excel for tidying carrier performance data and producing simple weekly views from anonymised exports
- Drafting clear process instructions for warehouse and contact-centre staff using Copilot prompt patterns
- Core rule: never paste real customer IDs, contract pricing, or shipment-manifest details — replace with placeholders such as "Customer A" and "Shipment 123"
- Reference: Microsoft Learn — Microsoft 365 Copilot data protection and prompt guidance (current edition)
Module 3: Medium — AI for planning, exceptions, and reporting
140 min- Power BI Copilot for shipment-delay trends, on-time-in-full views, and capacity bottlenecks built on anonymised datasets
- Root-cause summaries for repeating issues such as late-dock-arrival patterns and carrier hand-off failures
- Building aggregate-only views that protect individual customer, consignment, and driver identifiers
- Carrier rate-card handling: sensitivity labelling, restricted SharePoint sites, and oversharing remediation with Purview
- Reviewing Copilot answers for hallucinated freight numbers and ensuring source-grounded outputs
- Reference: Microsoft Learn — Power BI Copilot data preparation and Purview sensitivity labels for SharePoint and OneDrive
Module 4: Advanced — Copilots, workflows, and ecosystems
120 min- Copilot Studio agents for TMS exception triage, customs document summarisation, and demand sensing with least-privilege Graph connectors
- Human-in-the-loop checkpoints on any agent action that touches bookings, payments, or customs declarations
- Light integration with non-Microsoft TMS, WMS, and ERP (SAP IBP, Blue Yonder Inventory Ops, Manhattan, Oracle SCM) using sanitised or aggregated outputs
- Modern Slavery due-diligence agent over the supplier master that produces auditable Section 16 statement drafts aligned to the 2026 reform
- Entra Workload ID and Managed Identity for every bridge — no shared secrets, no long-lived API keys in agent connectors
- Reference: Microsoft Learn — Copilot Studio connectors, Entra Workload Identities, and managed identities for Azure resources
Module 5: Governance, ethics, and data safety — Logistics red-lines
220 min- SOCI Act CIRMP Rules consultation opened 25 March 2026 — AI flagged as a new risk category for transport, maritime, rail, road, ports, and freight critical infrastructure
- Modern Slavery Act 2018 plus the 2026 Anti-Slavery Commissioner reform — moving from disclosure to mandatory risk-based due diligence with a high-risk products mechanism
- Privacy Act 1988 for consignee personal information and APP 8 cross-border disclosure to overseas carriers, brokers, and platforms
- Australian Border Force and Integrated Cargo System export-controlled tariff and origin data — what must never leave the regulated boundary
- Real incidents: EchoLeak zero-click on freight quote inboxes; no-code Copilot Studio agents leaking carrier rate cards and contract margins
- Logistics red-lines: no real customer IDs, PO or shipment numbers, exact pricing, contract-rate schedules, carrier-agreement terms, or sensitive shipment contents (high-value, hazardous, regulated) — replace with "Customer A", "Shipment 123", "a mid-range per-kg rate"
- Sovereign tenancy in australiaeast, SOCI-aligned CIRMP for the Copilot stack, quarterly prompt-injection red-teaming on carrier email intake, and role-based awareness for dispatch versus operations management
- Reference: Department of Home Affairs — SOCI Act and CIRMP Rules consultation (March 2026); Attorney-General's Department — Modern Slavery Act review and 2026 reform; OAIC — APP 8 cross-border disclosure; Australian Border Force — Integrated Cargo System guidance
Who Should Attend
- Supply chain directors setting AI strategy for Australian logistics operations
- Operations managers running 3PL, freight, or in-house distribution teams
- Freight forwarders coordinating international shipments and customs clearance
- 3PL operations and dispatch leads adopting Copilot and D365 SCM AI
- Customs brokers handling ABF Integrated Cargo System declarations and tariff data
Prerequisites
Before enrolling, please ensure you meet these requirements:
- • Day-to-day exposure to logistics, freight, or supply chain operations
- • Basic Microsoft 365 user proficiency (Outlook, Teams, Excel, Word)
- • Access to a Microsoft 365 tenant with Copilot licensing for the labs
- • Awareness of Privacy Act 1988 and Australian supply chain compliance obligations
- • Willingness to use sanitised or aggregated data in place of real customer and carrier records
Delivery, Format and Logistics
Delivery Mode
12-hour applied programme (virtual, modular)
Small-cohort virtual delivery with logistics-specific labs and live Q&A
What You'll Need
- Working knowledge of day-to-day logistics or supply chain operations
- Access to a Microsoft 365 tenant with Copilot licensing (E3 or E5 plus Copilot)
- Familiarity with at least one TMS, WMS, or ERP system (SAP, Blue Yonder, Manhattan, Oracle SCM, D365 SCM)
- Awareness of Australian privacy and supply chain compliance obligations
- Willingness to work with sanitised or aggregated operational data during labs
What You'll Receive
- 12 hours of instructor-led training across five modules tuned to logistics operations
- Sanitised prompt library covering Outlook, Word, Excel, Teams, and Power BI Copilot for freight workflows
- Copilot Studio agent blueprints for TMS exception triage, customs summarisation, and Modern Slavery due diligence
- Logistics red-lines checklist and sanitisation patterns for customer, carrier, and shipment data
- SOCI-aligned CIRMP outline template for the Copilot stack
- Certificate of completion suitable for CILT and SCLAA CPD claims
Frequently Asked Questions
Not Ready to Enrol?
Join our mailing list to receive updates about courses, resources, and cybersecurity insights tailored for Australian organisations.
Early-bird rate — apply your promo code at checkout.
Secure payment via Stripe · Promo codes accepted
Next Intake
September 2026 — register your interest at educ4te.com
Format
12-hour applied programme (virtual, modular)
Group & Enterprise Options
Discounted rates available for teams of 3+ delegates. Contact us for in-house delivery options.
What's Included
- 12 hours of instructor-led training across five modules tuned to logistics operations
- Sanitised prompt library covering Outlook, Word, Excel, Teams, and Power BI Copilot for freight workflows
- Copilot Studio agent blueprints for TMS exception triage, customs summarisation, and Modern Slavery due diligence
- Logistics red-lines checklist and sanitisation patterns for customer, carrier, and shipment data
- SOCI-aligned CIRMP outline template for the Copilot stack
- Certificate of completion suitable for CILT and SCLAA CPD claims
Have questions about this course?